Financial Advisor
About Caliber
Caliber is a boutique wealth management firm built around long-term relationships, proactive financial planning, and an exceptional client experience. We believe clients should feel known, guided, and deeply cared for — not processed.
We are growing intentionally and looking for advisors who want to build meaningful client relationships, grow professionally, and become part of a collaborative long-term team.
This role is designed primarily for:
- emerging advisors building their career
- advisors with an early-stage book of business
- relationship-oriented professionals who want mentorship, infrastructure, and long-term opportunity
What Makes Caliber Different
- Strong leadership development and mentorship
- Established planning, investment, and technology infrastructure
- Collaborative team environment
- Clear growth expectations and career path
- Long-term ownership opportunities for high performers
- Boutique client experience with significant firm resources
Compensation
- Typical compensation range: $55,000 – $200,000+ depending on experience, growth, and client relationships developed over time
- New advisors receive a guaranteed base salary during the early growth phase
- Advisors transition over time into a production-based compensation structure designed to reward long-term growth and client impact
- Compensation is reviewed annually based on trailing 12-month production and overall contribution
Benefits
- Competitive PTO and holiday schedule
- Health insurance support
- 401(k) match
- Marketing allowance
- Hybrid work flexibility
- Company-paid technology, licensing, continuing education, and operational support
What Success Looks Like
- Grow through consistency, trust, and follow-through
- Participate actively in the team culture
- Operate proactively and professionally
- Embrace coaching, systems, and accountability
- Develop strong centers of influence and referral networks
- Deliver a high level of client experience aligned with the Caliber service model
Advisor Development & Support
Advisors receive ongoing:
- leadership development
- production coaching
- marketing support
- operational and client service support
- team collaboration and mentorship
Regular rhythms include:
- bi-weekly 1:1 meetings
- advisor team meetings
- quarterly company meetings
- ongoing production and leadership coaching
Long-Term Opportunity
Caliber is committed to developing long-term advisors and future leaders.
High-performing advisors may become eligible for participation in the long-term growth of the firm through profits interest opportunities based on sustained production, strong client retention, cultural alignment, teamwork, and overall contribution to the organization.
Job Type: Full-time
Pay: $55,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Are you currently registered with an RIA or state regulator as an Investment Adviser Representative (IAR)?
- Which registrations do you currently hold? (ie: Series 65, Series 66, Series 7)
Education:
Experience:
- Financial planning: 1 year (Required)
Work Location: Hybrid remote in Overland Park, KS 66211
